Overview
Assets Under Management: $223 million
Headquarters: FRAMINGHAM, MA
High-Net-Worth Clients: 71
Average Client Assets: $3 million
Frequently Asked Questions
WELLS FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125209), WELLS FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
WELLS FINANCIAL ADVISORS, INC. is headquartered in FRAMINGHAM, MA.
WELLS FINANCIAL ADVISORS, INC. serves 71 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, WELLS FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
WELLS FINANCIAL ADVISORS, INC. manages $223 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, WELLS FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 403
Discretionary Accounts: 403
Regulatory Filings
CRD Number: 125209
Last Filing Date: 2024-03-28 00:00:00
Website: https://tswmanagement.com